Frank Chiodi, Jr.

President

As a financial advisor, my goal is to support each of my clients in establishing a personalized plan directed toward reaching their financial objectives.  At Precision Wealth Solutions we manage wealth effectively and work to protect our clients against risks that may have devastating impacts to their finances.  Whether your primary concern is capital preservation, building an income stream, or establishing a guaranteed benefit, I will develop a portfolio customized to your individual needs.

 

My clients include professionals from diverse industries, some of which include; attorneys, physicians, law enforcement officers, public health and safety professionals, government workers, business owners, accountants, and teachers.  I work with clients at all stages of wealth management, those just starting out, to those already retired.  Whether you need guidance developing a succession plan, planning retirement, or saving for the next generations’ education, I am ready to discuss your concerns and goals with you.  As a business owner, husband, and parent, I share many of your considerations.

 

At Precision Wealth Solutions, you are not just a number.  Each client receives personal effective service.  Backed by the professional resources of our Broker/Dealer, Voya Financial Advisors, one of the world’s leading financial organizations, I have access to a wide range of products and services.  Not bound by product quotas or minimums, I am able to provide objective, timely advice.

 

The only thing constant in life is change – market conditions as well as changes in your life and lifestyle can greatly impact your financial peace of mind.  As our client, we will ensure that your plan grows and adapts to those changes.  I am pleased to offer a second opinion, or to get you back on track if you’ve become sidelined. 

 

Please contact me for a personal, complimentary consultation today.  My office is conveniently located in Scarsdale, NY and I offer convenient appointments to meet even the busiest schedule.  I look forward to being your financial professional.

Phone (914) 574-5451
Fax (914) 574-5452